See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,481 | $97,757-47.3% | $83,848-38.6% | $135,375-62.0% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | 36.82% | 1287.37%-1250.5pp | 850.88%-814.1pp | 519.73%-482.9pp |
| Employer contribution / active EE | $2,866 | $4,222-32.1% | $3,631-21.1% | $4,779-40.0% |
| Participant deferral / active EE | $5,205 | $4,682+11.2% | $4,082+27.5% | $5,609-7.2% |
| Admin fee / account holder | $334 | $6,674-95.0% | $5,478-93.9% | $10,827-96.9% |